Archive | Economic Notes

What a difference a few weeks makes: the DOW Jones Industrial Average and the S&P 500 both fell about 10% from the beginning of the year to mid-February. Then, the DOW rallied 1,013 points or 6.53% from the low on February 11. This all happened in the space of 11 days. As of the close […]

The markets got off to a negative start this year. For the month of January, the S&P 500 was down 5 percent and the DOW Jones Industrial Average was down 5.5 percent. At their lowest points, the indexes were down 9.5 and 9 percent, respectively. (1) Between the volatility and the overly-emotional coverage in the […]

If you’re reading this, you probably know that the market has been volatile lately, to say the least. Recently the DOW was down about 14 percent off the high and the index had its worst month in over five years. ~ Do you know where your financial advisor is? When the going gets tough, a […]

Europe & the Summer of Uncertainty It’s no secret that what’s happening in Europe is driving financial markets worldwide. Even if you have a sound asset allocation strategy and a well-diversified portfolio, it’s hard to ignore the fact that this summer seems to have the potential for turbulence. Markets dislike uncertainty, and at this point […]

Both companies and employees can benefit from company stock purchases in 401(k) or other qualified retirement plans. But what should an investor do with these shares upon a job transition? You may have heard that you should avoid having too much of one stock in your portfolio, or that it’s beneficial to take advantage of […]